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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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25.540 -0.090 -0.35%

06/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 836.01M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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BTSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust SMID Cap Fund (BTSMX) fund. Our Boston Trust SMID Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.150	1.150	0.000
Stocks	98.850	98.850	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.073	17.568
Price to Book	3.145	2.484
Price to Sales	2.377	1.619
Price to Cash Flow	12.850	11.135
Dividend Yield	1.527	1.440
5 Years Earnings Growth	8.012	11.605

Sector Allocation

Name	Net %	Category Average
Industrials	18.280	19.107
Technology	17.290	15.920
Financial Services	16.850	16.385
Healthcare	12.560	10.109
Consumer Cyclical	12.310	12.982
Consumer Defensive	6.580	4.332
Real Estate	5.530	7.127
Energy	4.510	4.958
Utilities	3.730	4.033
Basic Materials	1.620	4.825
Communication Services	0.730	2.821

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 96

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
SEI	US7841171033	2.31	85.30	-1.09%
AptarGroup	US0383361039	2.11	143.18	-8.48%
Check Point Software	IL0010824113	2.06	212.24	-0.09%
Cooper	US2166485019	1.99	93.57	-1.81%
Waters	US9418481035	1.98	409.50	-0.35%
FactSet Research	US3030751057	1.98	466.79	-0.53%
BJs Wholesale Club	US05550J1016	1.89	104.43	-1.15%
SCI	US8175651046	1.81	76.34	-0.69%
Qualys	US74758T3032	1.80	135.57	-3.65%
ExlServices	US3020811044	1.79	51.40	-0.77%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.45B	2.61	7.47	10.49
Boston Trust Asset Management	580.67M	11.19	2.57	8.39
Walden SMID Cap Fund	316.04M	3.81	6.90	10.49
Walden Equity	283.31M	13.55	6.26	11.13
Boston Trust Midcap Fund	273.96M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust SMID.	25.540	-0.090	-0.35%